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CIK 0001840888 • 6 13F filings • Apr 18, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $428K | 0.1%Prev: 0.3% | 2,000 SH | Decreased+500 SH |
| ALPHABET INC | CAP STK CL C | $628K | 0.2%Prev: 0.2% | 2,000 SH | Decreased |
| AMAZON COM INC | COM | $512K | 0.2%Prev: 0.1% | 2,220 SH | Increased+1,220 SH |
| APA CORPORATION | COM | $293K | 0.1%Prev: 0.2% | 11,970 SH | Decreased-2,009 SH |
| APPLE INC | COM | $2.9M | 1.0%Prev: 1.1% | 10,765 SH | Decreased+120 SH |
| BROADCOM | COM | $796K | 0.3%Prev: 0.1% | 2,300 SH | Increased+1,230 SH |
| CADENCE DESIGN SYSTEM INC | COM | $219K | 0.1%Prev: 0.1% | 700 SH | Decreased |
| EXXON MOBIL CORP | COM | $642K | 0.2% | 5,331 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $948K | 0.3%Prev: 0.1% | 3,200 SH | Increased+1,025 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $21.8M | 7.2%Prev: 6.9% | 113,928 SH | Decreased+3,193 SH |
| ISHARES INC | CORE MSCI EMKT | $9.3M | 3.1%Prev: 3.4% | 138,987 SH | Decreased-13 SH |
| ISHARES TR | CORE MSCI EAFE | $66.5M | 21.9%Prev: 22.1% | 743,113 SH | Decreased-19,597 SH |
| ISHARES TR | CORE S&P SCP ETF | $23.8M | 7.9%Prev: 7.9% | 198,275 SH | Decreased+4,428 SH |
| ISHARES TR | CORE S&P500 ETF | $64.2M | 21.2%Prev: 23.4% | 93,784 SH | Decreased-8,609 SH |
| ISHARES TR | MSCI ACWI ETF | $2.2M | 0.7%Prev: 0.7% | 15,585 SH | Decreased+268 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.7M | 0.5%Prev: 0.5% | 15,465 SH | Decreased-1,730 SH |
| JPMORGAN CHASE & COM | COM | $605K | 0.2%Prev: 0.1% | 1,877 SH | Increased+509 SH |
| META PLATFORMS INC | CL A | $305K | 0.1%Prev: 0.1% | 462 SH | Decreased |
| MICROSOFT CORP | COM | $529K | 0.2%Prev: 0.2% | 1,094 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.5M | 0.5%Prev: 0.5% | 8,000 SH | Decreased |
| REDDIT INC | CL A | $207K | 0.1% | 900 SH | New |
| SCHLUMBERGER LTD | COM | $265K | 0.1%Prev: 0.1% | 6,900 SH | Decreased |
| SPDR S&P 500 ETF TR | TR UNIT | $36.2M | 11.9%Prev: 11.2% | 53,079 SH | Decreased+3,915 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $19.6M | 6.5%Prev: 4.8% | 31,285 SH | Increased+8,500 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.0M | 1.0%Prev: 0.9% | 11,770 SH | Decreased+695 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $447K | 0.1%Prev: 0.1% | 1,334 SH | Decreased+27 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.0M | 0.6%Prev: 0.5% | 36,377 SH | Increased+6,459 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $11.9M | 3.9%Prev: 3.0% | 237,260 SH | Increased+23,180 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $17.4M | 5.7%Prev: 6.2% | 290,720 SH | Decreased-77,333 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.0M | 0.3%Prev: 0.3% | 17,251 SH | Increased+2,171 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $241K | 0.1%Prev: 0.1% | 3,191 SH | Decreased+89 SH |
| VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | $10.9M | 3.6%Prev: 3.2% | 173,862 SH | Increased+20,939 SH |
| Q3 2025 |
| 13F-HR |
| 0001840888-25-000010 |
| $296.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001840888-26-000003 | $336.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001840888-25-000004 | $277.4M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001840888-26-000002 | $292.9M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001840888-25-000003 | $253.2M | View |